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233 E Carillo Suite B, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-01 |
Branch Locations
233 E Carillo Suite B, Santa Barbara, CA 93101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aviso Wealth | Toronto | 12/2015 | 12/2018 | |
| Extended Travel | Berlin | 12/2018 | 09/2019 | |
| Agoda | Berlin | 09/2019 | 09/2020 | |
| Unemployed | Berlin | 09/2020 | 03/2021 | |
| Vivid Money | Berlin | 03/2021 | 03/2023 | |
| Unemployed | Santa Barbara | CA | 03/2023 | 09/2023 |
| Ucsb | Santa Barbara | CA | 09/2023 | 06/2024 |
| Women's Economic Ventures | Santa Barbara | CA | 06/2024 | 03/2025 |
| Cencal Health | Santa Barbara | CA | 03/2025 | 08/2025 |
| Extended Travel | Santa Barbara | CA | 09/2025 | 11/2025 |
| Avalan Wealth | Santa Barbara | CA | 11/2025 | Present |
Lera Gallery - art business (sole proprietorship)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-26 |
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